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hdfc: HDFC Bank may not sustain 18-20% growth rate in coming quarters: Mahantesh Sabarad

Independent market expert Mahantesh Sabarad believes that while the margins of HDFC Bank have not disappointed, the phase of improvement in asset quality seems to be over and future growth may not be uniform across the sector. Sabarad also mentions that the NIM (Net Interest Margin) number is slightly better than expected, and the solid profitability is due to a decrease in overall costs. He cautions that it is too early to determine if HDFC Bank can sustain its growth rate of 18-20% in the coming quarters.

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hcl tech: After Infosys, HCL Tech cuts guidance; only silver lining H2 looks to be growing faster: Mahantesh Sabarad

HCL Tech has lowered its guidance for FY24 by 300 basis points, from 6-8% to 4-5%. However, the company's Q2 numbers are not bad. The silver lining for HCL Tech is that the second half of the year is expected to grow faster than the first half, unlike Infosys. The IT services business grew by only 0.9%, while ER&D jumped up by 5%. The slowdown in services revenue is a bigger concern. Europe is the slowest growth area for HCL Tech.

United-states , America , Mahantesh-sabarad , Offering-college , Life-sciences , Indian-school-of-business , Infosys , Independent-market-expert , Leadership-excellence , Might-also-like , Hcl-tech , Guidance-cut

infosys: Infosys' 2.3% constant currency growth was a positive surprise; not sure why guidance was cut: Mahantesh Sabarad

According to Mahantesh Sabarad, the guidance revision by Infosys is not expected to lead to a significant decline in EPS estimates, but it may delay expectations from the company. Analysts are likely to adjust their estimates, resulting in a similar target price. Sabarad does not anticipate major upgrades in EPS or target prices from analysts. The valuation of Infosys may be capped at 21-22 times forward earnings, and there may be a slight downgrade due to concerns about future delivery.

India , Mahantesh-sabarad , Indian-school-of-business , Temasek , Offering-college , Infosys , Independent-market-expert , Leadership-excellence , Might-also-like , Tcs , Infosys-q2-results , Eps-estimates

tcs: Despite strong deal wins, worried about fall in TCS employee and revenue numbers: Mahantesh Sabarad

Market expert Mahantesh Sabarad suggests that investors should take advantage of the buyback opportunity, despite low premiums and potentially low acceptance ratios. He cautions that the stock may not sustain its rally due to weak results. While deal wins are strong, delivery is lacking and new hires have decreased, indicating subdued delivery in the coming quarters. Sabarad advises caution regarding the buyback and expresses concern about declining revenue and employee base.

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defensive bets: Mahantesh Sabarad on the defensive bets to make in the markets right now

"FMCG companies are expected to perform well during the festival quarter due to increased sales and promotion activities. The banking sector, despite positive growth, is facing concerns due to recent events and an elevated inflation outlook. In terms of defensive bets, investing in FMCG companies is better as they are less affected by geopolitical events. "

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home loans: Subsidised loans for small urban housing could be a big kicker for real estate sector: Mahantesh Sabarad

“Typically the real estate market always relies on a lot of incentive-based kind of selling and if we are going to have a government incentive or a subsidy coming in on the interest side, it should give a great deal of fillip to the real estate sector and that is positive news.”

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Decoding L&T's buyback and upcoming IPOs: Insights from Mahantesh Sabarad

“Typically, post-buyback, one examines whether there will be a significant improvement in return on equity, as the base capital, the equity capital, diminishes. Since the equity capital reduction is likely just around 2.2%, it's not substantial enough for the ROE to improve merely because of the buyback”

Lucknow , Uttar-pradesh , India , Mahantesh-sabarad , Indian-school-of-business , Offering-college , Leadership-excellence , Marketing-officer , L-ampt-buyback , Ipo-activity , Zaggle , Samhi-hotels

metal stocks: Mahantesh Sabarad on why metal stocks are down & new points to track now

“Now that we are going to enter the post monsoon credit season wherein you will find that deposit growth actually accelerates further ahead of the credit growth. That being the case, we will probably see the incremental CRR getting revoked.”

China , Lucknow , Uttar-pradesh , India , Chinese , Mahantesh-sabarad , Offering-college , Indian-school-of-business , Independent-market-expert , Leadership-excellence , Marketing-officer , Metal-stocks

Next step for Reliance Retail is probably to have global footprints: Mahantesh Sabarad, ET Retail

Reliance Retail: "The retail business has done wonderfully well. As it is, almost half of Reliance's consolidated revenue now comes from the consumer side of the business, which is essentially retail, Jio, etc. Those are well-seeded business verticals. With Qatar Investment Authority coming in, I suspect, the next step would be Reliance trying and aiming to grow beyond the retail presence in India and probably have a global footprint."

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Reliance Retail: Next step for Reliance Retail is probably to have global footprints: Mahantesh Sabarad

"The retail business has done wonderfully well. As it is, almost half of Reliance's consolidated revenue now comes from the consumer side of the business, which is essentially retail, Jio, etc. Those are well-seeded business verticals. With Qatar Investment Authority coming in, I suspect, the next step would be Reliance trying and aiming to grow beyond the retail presence in India and probably have a global footprint."

Mukesh-ambani , Mahantesh-sabarad , Independent-market-expert , Reliance-industrie , Reliance-retail , Reliance-industries-limited , Global-footprints , Isha-ambani , Mentoring , Qatar-investment-authority , Jio